Plano offers an AI-driven platform that diagnoses users' financial health and delivers personalized action plans, with optional regular human advisory sessions. The product is available B2C and as a white-label solution for companies, and the startup pursues B2B2C partnerships to drive growth. Plano targets lower- and middle-income users and reports having helped more than 40,000 people get out of debt, optimized over R$160 million, provided over 500,000 hours of consultancy, and supported more than 20,000 clients to start investing. The company projects R$3.5 million in revenue in 2024 and aims to grow its database to over 300,000 users. Plano plans to use new funding to increase traction and volumetry of users in the B2B2C channel and to improve its solution to boost engagement and impact. Management expects a new Banco Central resolution effective July 1, 2024, to increase demand from banks and other financial institutions for financial-education solutions.

Total raised

$0M

Funding rounds

1

Latest round

Seed

Latest activity

Feb 2024